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Answer in 30 seconds · ChuanYun Quick Start

DingTalk native + process-drivenThe common choice is ChuanYun; for stronger forms/integration, look at Jiandaoyun/YiDa Hengping.

ChuanYun vs YiDa → · Platform Hengping → · ChuanYun Overview →

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ChuanYun Quick Start Guide

Get started quickly in 15 minutes to create your first ChuanYun application

About 15 minutes Can be learned with zero basic knowledge Practical operations
Who is suitable for: Enterprise administrators and business leaders who have used or plan to use DingTalk; you can follow it with zero foundation. Need to prepare:DingTalk account, ChuanYun application access rights (invited by the administrator when the enterprise has been activated). For complex integration and splitting, see Advanced Level.

MiCount · ChuanYun official authorized channel · Last updated 2026-06-19

Extended reading: ChuanYun vs YiDa/Jiandaoyun comparison ChuanYun price calculator ChuanYun learning homepage

1 Register and log in ChuanYun

First, you need to access ChuanYun through DingTalk. ChuanYun is DingTalk's official low-code platform and is deeply integrated into the DingTalk ecosystem.

  1. Download and install DingTalk client (PC or mobile)
  2. Register a DingTalk account using your mobile phone number and log in
  3. Search "ChuanYun" on the DingTalk workbench and add the ChuanYun application
  4. Click to enter ChuanYun to complete the creation or joining of the corporate space

Tip: If your company has activated ChuanYun, please contact the administrator to invite you to join the corporate space.

2 Create your first form

Let's take "Leave Application Form" as an example and create the first form from scratch.

  1. Enter the ChuanYun backend and click on the left menu [Application Management]
  2. Click the [New Application] button and select [Start from Blank]
  3. Enter the application name "Leave Management" and click Confirm
  4. Click [New Form] in the app and select [Normal Form]
  5. Enter the form name "Leave Application Form" and click OK to enter the form designer.

In the form designer, drag the following fields from the control library on the left to the canvas:

  • Single line text: Renamed to "name"
  • Date interval: Renamed to "leave time"
  • Number: Renamed to "Number of Leave Days"
  • Radio button group: Renamed to "Leave type", the options are set to "Personal leave/sick leave/annual leave"
  • Multi-line text: Renamed to "Reason for Leave"

When finished, click the [Publish] button in the upper right corner to save the form.

Note: After the form is published for the first time, a unique form number will be generated. Subsequent edits can be continued without affecting the submitted data.

3 Configure the approval process

Configure a simple approval process for leave application forms: Submit → Supervisor Approval → End.

  1. On the form editing page, click the [Process Design] tab at the top
  2. By default, there are [Start] and [End] nodes.
  3. Click the "+" sign between [Start] and [End] and select the [Approval] node
  4. In the approval node settings:
    • Node name: Supervisor Approval
    • Approver: Select [Initiator’s supervisor]
    • Approval buttons: Leave the default "Agree" and "Deny"
  5. Click [Publish] to save the process configuration

Tip: Multiple approval nodes, conditional branches, carbon copy and other advanced functions can be added to the process, and you can learn them step by step later.

4 Submit test data

Now you can submit the first test data and experience the complete process flow.

  1. Return to the application homepage and click [Leave Application Form]
  2. Click the [New Data] button
  3. Fill in each field of the form (name, time of leave, number of days, type, reason)
  4. Click the [Submit] button
  5. The system will automatically initiate the approval process, and you will receive an approval notification in DingTalk

If you are an administrator, you can see the approval application in [To-Do Tasks], click to enter the approval details page, and select "Agree" or "Reject".

5 View data and reports

Once your data is submitted, it can be viewed and managed in multiple places.

  • Data management: All submitted data can be viewed on the form list page, and filtering, sorting, and exporting are supported.
  • Approval Records: View all approval history in [My]-[Approval Records]
  • Data Report: Click the [Report] tab of the form to create chart statistics (such as statistics on days of leave, distribution of leave types, etc.)
  • Dashboard: Create a new dashboard in the application to display multiple reports and charts together.

Tip: ChuanYun supports PC and mobile terminal synchronization. You can submit data and approval anytime and anywhere on DingTalk mobile terminal.

Common stuck points
  • Test the form or process before publishing → Return to the designer and click "Publish"
  • DingTalk workbench cannot see the application → Contact the administrator to assign permissions and add it to the workbench
  • The approver cannot receive the to-do → Check the organizational structure and process approver configuration

For more troubleshooting, see Troubleshooting Guide · Full FAQ

FAQ

Can I use ChuanYun without DingTalk?

ChuanYun is deeply integrated with DingTalk, and DingTalk usually needs to be installed first.When your company has activated ChuanYun, the administrator can invite you to join the company space.

Can't find your form or app after publishing?

Confirm that the form and process have been published; check whether the ChuanYun application has been added on the DingTalk workbench; contact the administrator if there is no permission.

The supervisor cannot receive the approval pending?

Check whether the process approver is set to "initiator's supervisor" and the DingTalk organizational structure has been maintained; the testing phase can be handled by the administrator in the to-do list.

How to choose between ChuanYun, YiDa and Jiandaoyun?

ChuanYun is suitable for DingTalk users and organizational approval scenarios; for selection, please refer to domestic platform comparison and price calculator.

Congratulations!You have completed the quick start

Now that you have mastered ChuanYun’s basic operating procedures, you can next:

After getting started, it is recommended to continue these three steps

Continue exploring

Getting started with ChuanYun · Continue learning

Character path and comparison after quick start

ChuanYun · How to implement after studying?

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